Directions to the office, how to validate parking, executive's long and short bio, and the like.
—and you win by extension! Your executive may want to recommend a tool, restaurant, or service to a colleague. Have their go-to's stored.
Executives love the portability of key information easily passed on to new hires, or teammates covering while you're out.
As [2 of us] support [the CEO], Dossier acts as our 1 source of truth for everything. We are slowly building up a contact/stakeholder database for the CEO using Dossier, and over time we intend to expand the information we keep for each contact to include details like the date of their last meeting.”
"I did use a Word document to keep track of dossier information about clients, and now I handle all of that in Base, which is much easier."
"We can see [Dossier] being really useful for times in the future when we may have a temp taking over for one of us [i.e. maternity leave], or when one of us is on vacation and the other is shouldering her tasks for a time."
Base has helped me be more strategic in my role. It's organized my communications with, questions to, and information about all the clients I work with. (Shoutout to Dossier!) As a virtual EA supporting more than one client, I’ve been able to separate and hone my communications with each."
EA Leah Pallant began using Base’s Digest feature, which creates beautiful executive updates in minutes, giving EAs time back to focus on more strategic work. Learn More.
Even if you're already working virtually, COVID has made even VAs adjust to a new remote work life. See how this assistant adjusted successfully.
Resources to help you define goals in your role, and how to execute and measure your success, starting with a 5-Step Goal Setting Method. Learn More.
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